Research Analyst Nick Antonucci, CVA, CEPA, Senior Associate Melanie Wells, CFP®, and a Financial Planner provide a list of financial moves for a couple of investors looking to start the new year on the right foot financially.
Are you a high earner but you’re not yet rich? If this sounds like you, it may be time to focus on growing wealth—even if it means making some temporary sacrifices.
Debt, credit, and borrowing are a how most investors make large purchases, whether it is a car, a home, or college tuition. However, borrowing comes with a dangerous side as well.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an it could be significantly reduced before passing to the heirs.
Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost your retirement assets.
Your credit score is like your permanent record. While it can change over time, having a good credit score is important because most lenders use credit scores to evaluate the creditworthiness of a potential borrower.
Our tax system is set up to “pay-as-you-earn,” but there are situations where taxpayers can get into trouble and face underpayment penalties. We explain how to avoid these situations in this week’s Tax Tip.
If you’re employed, Open Enrollment is your once-a-year chance to make important decisions that will affect your health-care choices and your finances.
In 2020, seniors got a reprieve, but Required Minimum distributions have resumed for 2021. Don’t forget to take the withdrawal before the end of the year or face draconian penalties!
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits.
